Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Dental$107K
- Life$100K
- Short-term disability$100K
- Other$100K
- +1 more
Sponsor portfolio
SWD, INC.
EIN 36-3003387automotiveLatest filing 2025
Plans
2
Retirement
1
$16.4M assets
Welfare
1
$1.7M premiums
Participants
466
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 312 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- DELTA DENTAL OF CALIFORNIA6%
- UNITEDHEALTHCARE INSURANCE COMPANY6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SWD, INC. DEFINED CONTRIBUTION PLAN
401k
Assets$16.4M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SWD, INC. HEALTH PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$1.7M
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SWD, INC. DEFINED CONTRIBUTION PLAN | 401k | $16.4M | 233 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SWD, INC. HEALTH PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $1.7M | 312 | 2025 |
Retirement plans
Welfare plans